Mission Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History
Mission Wealth Management, LP
- $4.24 Billion
- Q4 2024
A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mission Wealth Management, LP holds 17,577 shares of DFIS stock, worth $452,080. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,577Holding current value
$452,080% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
225Shares Held
78.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$456 Million0.42% of portfolio
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Matson Money. Inc.12.4MShares$319 Million10.93% of portfolio
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Mather Group, Llc. Chicago, IL10.7MShares$275 Million3.42% of portfolio
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Ci Private Wealth, LLC Miami, FL3.82MShares$98.2 Million0.14% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67 Million3.04% of portfolio